Q1 earnings were miserable. If the Q2 are miserable, the effects of consolidation will have to be reassessed. The proof will be in the pudding.
The consolidation of the BRP BTM and their respective proportions of the company will not be known until year-end 2009. For Americans, we are walking in the dark hoping our South American cousins don't trip us and laugh as we fall. The value of these shares is a guess until year end.